See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,457 | $160,055-24.1% | $140,016-13.3% | $135,375-10.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 48.07% | 911.38%-863.3pp | 651.12%-603.0pp | 519.73%-471.7pp |
| Employer contribution / active EE | $1,632 | $6,420-74.6% | $5,606-70.9% | $4,779-65.8% |
| Participant deferral / active EE | $10,073 | $7,642+31.8% | $6,927+45.4% | $5,609+79.6% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |